Business Intelligence Monitor 200714

(Introduction)

[Markets]

•   Global: Equities reverse after hitting five-month peak, bonds edge higher

※   Macro 백업표

※   Industry 백업표

•   US: Stock futures rise ahead of bank earnings

•   Italy: Italian yields hit 1-week high ahead of EU summit

•   한국: 코스피, 경기회복 기대에 1.7% 상승…2,180대 회복

•   한국: 647% 상승률' 날아오른 두산퓨얼셀…文 그린뉴딜로 주목

•   Metals: Supply angst helps copper scale two-year high

•   Grains: Corn, soy down 2% as improving weather favors yield prospects

[Indicators]

•   US Jun. Fiscal account: Coronavirus Spending Pushes U.S. Budget Deficit Past $3 Trillion for 12 Months Through June

•   한국 6월 실업급여: 실업급여 5개월 연속 사상최대…6월 71만명에 1조1천억

※   한경: 실업급여 중독' 논란에 '횟수 제한' 칼 빼든 정부

•   한국 6월 ICT 수출: 6월 ICT 수출 149.6억달러…3개월 만에 증가 전환

•   한국 7월 1~10일 수출: 7월 1∼10일 수출 1.7%↓…반도체 7.7%↑

•   India Jun. CPI: Retail inflation rises to 6.09% in June on account of high food prices

•   Indonesia Q2 Prompt Manufacturing Index-BI: Indonesia’s factory activity contracts to historic low in Q2

•   COVID-19: Johns Hopkins University Live Updates

[News]

•   WSJ: California Shuts Down Indoor Operations for Bars, Restaurants, Movie Theaters

•   WSJ: Scientists Hoped Summer Temperatures Would Tamp Down Covid-19 Cases. What Happened?

•   WSJ: U.S. Rejects Most Chinese Maritime Claims in South China Sea

•   WSJ: Joe Biden’s Search for That Elusive Economic Consensus

•   WSJ: Fed's Williams: SOFR Rate System Has Performed Well During Crisis

•   WSJ: Newsletter: $600 Bln Lending Program Slowed by Fed, Treasury Philosophical Differences

•   WSJ: Jumbled Covid-19 Border Rules Baffle Companies, Stymie Tourism

•   WSJ: SoftBank Explores Sale or IPO for Chip Designer Arm Holdings

•   NYT: I Can’t Keep Doing This:’ Small Business Owners Are Giving Up

•   NYT: China Imposes Tit-for-Tat Sanctions on Three American Lawmakers

•   NYT: Fracking Firms Fail, Rewarding Executives and Raising Climate Fears

•   FT: Huawei growth slows after sanctions and political pressure

•   FT: Price of EU carbon credits soars to 14-year high

•   FT: Investors seek signs of US economic recovery as virus spreads

•   FT: Putin delays $360bn spending plan as Covid-19 batters economy

•   FT: BT sounds alarm over prospect of UK ban on Huawei

•   FT: UK turns to ‘Five Eyes’ to help find alternatives to Huawei

•   FT: Awaiting word from companies

•   FT: UK’s border plan leaves business still searching for answers

•   FT: British business faces £7bn red tape bill under Brexit border plan

•   FT: Joe Biden goes looking for trade allies against China

•   FT: US businesses balk at security law but most opt to stay in Hong Kong

•   FT: EU faces decision time on Hong Kong security law

•   FT: European shoppers hit the high street but exports drag on growth

•   FT: Shale boss says US has passed peak oil

•   FT: Russian governor’s arrest sparks anti-Putin protests

•   FT: UK eyes options for dealing with companies’ debt pile

•   FT: Andrzej Duda wins re-election as Polish president

•   FT: Hong Kong migration to UK could hit 200,000

•   FT: Analog buys Maxim for over $20bn

•   FT: India takes a risk by encouraging national interest

•   FT: Investors get set for US earnings season without precedent

•   FT: Japan vows to slash financing of coal power in developing world

•   FT: Britain risks losing £731m of EU aid, councils warn

•   Bloomberg: Trump Aides Rule Out Ending Hong Kong Dollar Peg as Punishment

•   Bloomberg: The Virus Is Still Sapping China’s $6 Trillion Power to Consume

•   Bloomberg: Global Policy Makers Face a Choice: Protect or Reinvent

•   Bloomberg: China Renews Push for Increased Global Role for the Yuan

•   Bloomberg: Labor Tensions Add to Copper’s Steady Drumbeat of Supply Threats

•   Bloomberg: Money and Job Worries Pose Real Risk to Global Recovery

•   Bloomberg: ECB’s No-Limits Stimulus Isn’t Yet Opening Door to Yield Targets

•   Bloomberg: Counting the Costs of Trump’s Tariffs on the U.S. Economy

•   Bloomberg: EU Plans ‘Coordinated’ Action to Support Hong Kong’s Autonomy

•   Bloomberg: Bank of England Debating Digital Currency Creation, Bailey Says

•   Bloomberg: Merkel and Conte Show Common Front on ‘Massive’ EU Recovery Fund

•   Bloomberg: Saudi Arabia Commends Iraq for Improving OPEC+ Cuts Compliance

•   Bloomberg: It’s U.S. Dollar Against the World in This Pandemic-Stricken Era

•   Bloomberg: Middle East and North Africa Economies to Shrink More, IMF Says

※   IMF: Regional Economic Outlook Update: Middle East and Central Asia

•   Bloomberg: TSMC Sales Shine After Virus Drives Demand for Datacenter Chips

•   Bloomberg: Eskom Breaks Winter Prediction on South African Power Cuts

•   Bloomberg: Some Chinese Ports Are Jammed Again on Intensive Testing of Food

•   Bloomberg: Apple Pessimistic on Full 2020 Return to U.S. Offices, Pushes Retail to Work Remote

•   Reuters: Coronavirus bringing record $1 trillion of new global corporate debt in 2020: report

•   Reuters: Pfizer, BioNTech's coronavirus vaccine candidates get FDA's 'fast track' status

•   Reuters: Exclusive: Trump administration to soon end audit deal underpinning Chinese listings in U.S. - official

•   Reuters: Federal Reserve's $3 trillion virus rescue inflates market bubbles

•   Reuters: ECB calls on Croatia, Bulgaria to do more before joining euro

•   Reuters: What you need to know about the coronavirus right now

•   Reuters: Argentina exceeds 100,000 cases of novel coronavirus

•   CNBC: Coronavirus: Drugmakers will start vaccine production by end of summer, Trump health officials say

•   CNBC: WHO says U.S. and Brazil accounted for half of new daily coronavirus cases

•   CNBC: Robert Shiller warns that urban home prices could decline

•   CNBC: Dr. Anthony Fauci says U.S. coronavirus cases are surging because nation didn’t totally shut down

•   CNBC: Surge in U.S. coronavirus cases causes testing delays across the nation as labs scramble to keep up

•   CNBC: ‘Tax us’: Ultra-rich call for higher taxes to aid coronavirus recovery

•   CNBC: Elon Musk is now worth more than Warren Buffett

•   MarketWatch: As COVID-19 cases surge and many states reopen, Trump administration points finger at Democrats, media — and Fauci

•   MarketWatch: We’re in for a ‘partial V-’ shaped economic recovery, Goldman Sachs analysts argue

•   Fox Business: Unemployment benefits in next stimulus package: Here's what we know

•   Fox Business: Unemployment is recovering fastest from coronavirus lockdown in these 10 states

•   Fox Business: Small town mayor reboots local currency to kick start regional recovery

•   SCMP: Australia’s political risks from provoking the dragon

•   SCMP: Even mild Covid-19 cases can cause serious problems in the brain

•   SCMP: Will China’s Hainan duty-free mecca boost spending at home?

•   Global Times: China estimated to have ridden a brisk rebound in especially imports in June

•   매경(P1): 사모펀드 쇼크…은행, 속속 판매중단

•   매경(P1): 산으로 가는 부동산法…심상정 "고위직 1주택 의무화"

•   매경: "전세 미리 빼줄테니 돈달라"…“전세금서 수리비 빼고 주겠다"

•   매경: "이사도 못가나"…일시적 2주택 취득세 8% 폭탄

•   매경: 주먹구구식 `세대합산 기준`…취득세땐 `식구` 양도세땐 `남남`

•   매경: 1주택 양도세 장기보유 감면, 실거주 안하면 `혜택 반토막`

•   매경: 총선 끝나자 태도바꾼 與…1주택 종부세 완화 백지화

•   매경: "코로나는 어쩌면 좋은위기…비대면·DT 등 넥스트노멀 촉진"

•   매경: [단독] `영변+α 핵시설 폐기` 韓정부 제안에…美는 시큰둥

•   매경: 두산, 매각하는 `두타`에 150억 투자

•   한경(P1): [단독] 강남 '금싸라기 땅'에 아파트 2만 가구 짓는다

•   한경: 서울 강서·노원·중랑 등 영구임대 재건축 '속도'

•   한경: 오르고, 막히고, 잠기고…3040 "금수저 아니면 강남 입성 못해"

•   한경(P1): 비과세·감면제도 줄줄이 '일몰 연장'

•   한경: 문재인 정부 들어 稅감면 12조원 폭증…박근혜 정부 4년 증가폭의 두 배

•   한경: 종부세 인상 등 부동산 세제…기재위서 여야 격돌 불가피

•   한경: "코로나 재폭발해도 2차 재난지원금 지급 없다"

•   서경(P1): 고가 1% 오를 때 저가 7% 뛰었다···서민들 더 멀어진 내집장만

•   서경(P1): 대법, 한국지엠·쌍용차 통상임금 소송서 사측 손 들어줘··· "신의칙 반해"

•   서경: 현대차 노조 달라지니···이번엔 기아차 노조가 '딴지'

•   서경: "서울에 年 8.4만가구 공급하면 충분?···강남4구 실질수요만 17만가구"

•   서경: [단독]그린뉴딜 시작도 안했는데... "시너지 반영해 전력계획 짜라"

•   서경: "가스터빈 생태계 붕괴땐 에너지 안보 위협 받는다"

•   서경: [시그널] 2분기 2건 그쳤는데...BBB등급 회사채 3분기도 암울

•   조선: "밥상 걷어차면 가족 굶을 수도" 민노총 내부서 비판 쏟아져

•   조선: 돈 너무 몰려 남아돈다, 저축은행도 금리 줄줄이 인하

•   조선비즈: "버티던가, 서로 바꿔서 증여하던가" 다주택자 대응 백태

•   조선비즈: 공급은 정말 이대로 놔둘건가요… 전문가들이 제시한 방책 세가지

•   조선비즈: 국내 연구진, 코로나19 '사이토카인 폭풍' 원인 찾아냈다

•   동아(P1): 내년 최저임금 8720원… 역대 최저 1.5% 인상

•   동아(P1): 해외유입 확진자 최근 한달간 540명

•   동아: 심상찮은 여론에… ‘종부세 예시’ 자료집까지 낸 정부

•   동아: 보완책 또 나온다니… 다들 눈치만 보느라 거래 실종

•   동아: 네 발로 걷는 로봇, 건설현장서 일한다

•   문화: “그린벨트 해제, 여전히 논의대상”

•   한국(P1): 文대통령도 놀란 ‘종부세 최고세율 6%’

•   한국(P1): 코로나 장기화 대비, 삼성전자도 재택근무 검토

•   세계: “우린 안 써주면 그만인 소모품”… ‘그린뉴딜’ 누군가엔 해고장 [기후위기 도미노를 막아라]

•   세계: 재생에너지 향해… 脫석탄화 여정 가속 [기후위기 도미노를 막아라]

•   머니투데이(P1): [단독]與 "법인·취득세 대폭 감면"…경제자유구역 'K-뉴딜' 이끈다

•   머니투데이(P1): 거래정지'도 소용없었던 우선주 급등…경보 조치 강화한다

•   머니투데이(P1): 운전석에 앉자 눈앞에 '최첨단 영화관'이 펼쳐졌다

•   머니투데이: "폰 다음은 카"…전장부품 향해 본심 드러내는 삼성·LG

•   머니투데이: 삼성전자, 하만 인수 3년…성장성 무한하다는데 중간평가 몇점?

•   머니투데이: 대림산업, 인천·대전서 3840억 도시정비사업 연달아 수주

※   대림산업은 지난 11일 GS건설, 두산건설과 컨소시엄을 구성해 인천 십정 5구역 재개발 사업의 시공사로 선정

•   머니투데이: 두산퓨얼셀, 수소 정책 수혜로 실적 성장-하이證

•   헤럴드경제(P1): 대기업 정규직 월급 ‘100원’이면 中企 비정규직 ‘42원’

•   헤럴드경제(P1): 2조4000억 ‘깜깜이’ P2P 대출

•   헤럴드경제(P1): 전기자동차 광폭 행보 정의선…문대통령에 ‘그린뉴딜’ 보고한다

•   파이낸셜뉴스(P1): 유동성 잔치 끝났나, 은행들 대출 죈다

•   파이낸셜뉴스(P1): "징벌 과세로는 투기 못잡아.. 시장은 우회로 또 찾아낼것" [긴급진단 세금폭탄 부동산 정책]

•   파이낸셜뉴스: 글로벌 OLED 패널 시장 확대… LGD, 실적 개선 ‘청신호’ [포춘클럽 라운지]

•   파이낸셜뉴스: 프리미엄폰 시장도 "가심비 대결"

•   아시아경제(P1): 상생협력법 개정 재추진…대기업 반발

•   아시아경제: 국내銀, 미얀마 진출 가속도

•   이데일리(P1): 대기자금만 680조..집값 대책 백약 무효

•   이데일리: 신재생만으로 전력 충당 'RE100' 연내 시동…인센티브 검토

•   연합: 최신 신재생에너지 기술을 만난다…대구서 그린에너지 엑스포

•   뉴시스: "맡겨봤자 쥐꼬리 이자" 은행 정기예금 석달새 14조 썰물

•   뉴스핌: 채권단 "두산, 핵심계열사 매각도 속도내야"

•   뉴스핌: 고리원전 1호기 해체 '코앞'…사용후핵연료 처리에 '골치 아픈' 산업부

•   CEO스코어데일리: ‘4세 경영’ 두산그룹, 친환경 에너지 새 틀짠다...뿌리부터 변신 중

•   이코리아: 두산그룹 핵심 계열사 안 파나 못 파나

•   뉴스웨이: [단독]갈길 바쁜 두산중공업, 통상임금 패소 부담…노조는 파업 가결

•   코리아쉬핑가제트: “굴착기도 컨테이너선에 실을 수 있어요”

•   Power Engineering: Global corporate funding for solar energy declines by 25 percent

•   reNews: US Congress urged to extend PV support

•   reNews: Offshore wind 'investment jumps 319%'

•   reNews: Germany 'delays' drafting renewables law changes

•   에너지경제: 코로나에 발전업계 '울상'...경제침체 가속 신호탄?

•   에너지경제: 풍력발전, 태양광 제치고 글로벌 재생에너지 강자로 부상'

•   Equipment Journal: Deere announces Smart Industrial operating model

•   Construction Equipment: Dealer Sales Decline 10.6%: Survey

•   For Construction Pros: Infrastructure Being Discussed as Part of Campaign Policy

•   Industrial Vehicle Technology: European Parliament approves Stage V deadline extension

•   OilPrice.com: Iran Expands Oil Production Capacity

•   OilPrice.com: U.S. Ups Pressure To Push Venezuela Oil Exports To Zero

•   OilPrice.com: Oil Price Crash To Cost Middle East Producers $270 Billion In Revenue

•   CNET: Facebook built a new fiber-spinning robot to make internet service cheaper

•   MIT News: Letting robots manipulate cables | MIT News

•   전자신문: [이슈분석]5G 스마트폰 '大戰'...갤럭시노트20 vs 아이폰12, 갤럭시폴드2 vs LG 윙

•   전자신문: [이슈분석]5G 스마트폰 후발주자, 중국 이어 베트남까지

•   전자신문: [이슈분석]중저가 5G 스마트폰 경쟁도 치열

•   전자신문: 그린뉴딜 바람 타고 '풍력' 뜬다

※   Wood Mackenzie: Future energy – offshore wind

•   Phone Arena: The iPhone 12 5G series battery life may disappoint, as pack sizes leak

•   Phone Arena: The Galaxy Fold 2 keeps getting hit by delays, might miss Samsung’s next Unpacked event

•   Phone Arena: 5G Apple iPhone super-cycle forecast by analysts

•   Robotics Tomorrow: The Next Big Thing in Robotics: Cleaning

•   Nikkei Asian Review: KDDI connects Japan farms and factories to 5G for under $10

•   Nikkei Asian Review: Duterte's strongman popularity at risk from COVID-19 recession

•   Nikkei Asian Review: Nissan revs up subscriptions as car-sharing takes back seat

•   Livemint: India GDP to contract 7.5% if Covid-19 vaccine delayed: report

•   Livemint: IT services sector's revenues may contract up to 3% in FY21, says report

•   Business Standard: Economic recovery to gather pace in H2-2020; stay negative on India: Nomura

•   Folha de S.Paulo: Corporations Suffer from Bolsonaro's Anti-Environmental Stance

•   Moscow Times: Russia Resets Ambitious National Development Plan

[Opinions]

•   Project Syndicate(Peter Schechter): Will Bolsonaro Survive the Pandemic?

•   Project Syndicate(Christian Odendahl): The Green Tax Revolution Europe Needs

•   FT(Editorial Board): The time is right to power up hydrogen

•   FT(Editorial Board): Johnson risks a disunited UK over state aid

•   FT(Robert Shrimsley): Ignore the hype, Rishi Sunak’s ascent is not assured

•   FT(Lex): Inflation: baskets of plenty

•   NYT(Eric Posner): What Could Trump Do or Not Do in a Second Term?

•   WP(Jennifer Rubin): Joe Biden interview: Why he thinks the country is ready for big change

•   WP(Ben Judah): Surprise! Post-Brexit Britain’s foreign policy looks a lot like the old one.

•   WP(Brian Klaas): Trump’s performance on covid-19 looks especially bad compared with the rest of the world

•   WP(박상학): We send food and information into North Korea. Why is Seoul trying to stop us?

•   Bloomberg(Conor Sen): Renting and Homebuying Swap Roles in the Covid-19 Market

•   Bloomberg(Noah Smith): A Wave of Evictions Would Be Bad for Everybody

•   Bloomberg(Mihir Sharma): Emerging Markets Are Going to Pay the Price Again

•   Bloomberg(Brian Chappatta): Fed Should Act Like HEROES With Municipal Bonds

•   Bloomberg(John Authers): Elon Musk's Big Tech Bubble Ride Isn't Forever

•   Bloomberg(Barry Ritholtz): Big Tech Drives the Stock Market Without Much U.S. Help

•   Bloomberg(Anjani Trivedi): China Is Winning the Trillion-Dollar 5G War

•   Bloomberg(Therese Raphael): Poland’s Vote Is a Warning to Americans, Too

•   Bloomberg(Eli Lake): Sabotage in Iran Is Preferable to a Deal With Iran

•   Bloomberg(Bobby Ghosh): Iran’s Hard-Liners Give President Rouhani a Hard Time

•   Bloomberg(Adam Minter): Coronavirus Is Coming for Rural America

•   Bloomberg(Tae Kim): A $21 Billion Chip Deal Messes With Texas Instruments

•   Bloomberg(Peter R. Orszag): Covid Fear Will Keep the World in a Slump

•   Bloomberg(Jared Dillian): Biden's Tax Plan Will Hold Back the Economy

•   MarketWatch(Peter Morici): How to sustain the economic recovery and turn it into a V

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